Westcore Orado Tax Exempt Fund Fundamentals
| WICOX Fund | USD 10.58 0.02 0.19% |
Westcore Orado Tax Exempt fundamentals help investors to digest information that contributes to Westcore Colorado's financial success or failures. It also enables traders to predict the movement of Westcore Mutual Fund. The fundamental analysis module provides a way to measure Westcore Colorado's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Westcore Colorado mutual fund.
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Westcore Orado Tax Exempt Mutual Fund Ten Year Return Analysis
Westcore Colorado's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Westcore Colorado Ten Year Return | 3.50 % |
Most of Westcore Colorado's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Westcore Orado Tax Exempt is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Westcore Orado Tax Exempt has a Ten Year Return of 3.5%. This is much higher than that of the Segall Bryant & Hamill family and significantly higher than that of the Muni Single State Interm category. The ten year return for all United States funds is notably lower than that of the firm.
Westcore Orado Tax Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Westcore Colorado's current stock value. Our valuation model uses many indicators to compare Westcore Colorado value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westcore Colorado competition to find correlations between indicators driving Westcore Colorado's intrinsic value. More Info.Westcore Orado Tax Exempt is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 1,387 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Westcore Colorado's earnings, one of the primary drivers of an investment's value.Did you try this?
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Fund Asset Allocation for Westcore Colorado
The fund consists of 95.14% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Westcore Colorado's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Westcore Fundamentals
| Total Asset | 272.17 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 2.77 % | ||||
| One Year Return | 6.02 % | ||||
| Three Year Return | (0.97) % | ||||
| Five Year Return | 0.82 % | ||||
| Ten Year Return | 3.50 % | ||||
| Net Asset | 407.41 M | ||||
| Minimum Initial Investment | 250 K | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 4.86 % | ||||
| Bond Positions Weight | 95.14 % |
About Westcore Colorado Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Westcore Orado Tax Exempt's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Westcore Colorado using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Westcore Orado Tax Exempt based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund will invest at least eighty percent of the value of its net assets, plus any borrowings for investment purposes, in securities, the income from which is exempt from both federal and Colorado state income tax. It focuses primarily on investment-grade quality municipal bonds that are rated in one of the three highest investment-grade categories at the time of purchase by one or more nationally recognized rating agencies such as Moodys or Standard Poors. The fund is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Westcore Mutual Fund
Westcore Colorado financial ratios help investors to determine whether Westcore Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Westcore with respect to the benefits of owning Westcore Colorado security.
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